Asset Allocation
Goldman Names Top Investment Targets for 2024’s 2nd Half, as Rates Dip
Investment-grade and high-yield corporate bonds, small caps and European stocks lead the firm’s list.
Tag: ECB
Research
ECB Research Finds Climate-Aligned Banks All Talk, No Action
White paper’s findings suggest that voluntary private-sector initiatives ‘may have relatively little impact on decarbonization.’
Risk
European Central Bank Warns Green Transition Needs to Quicken
The bank’s second climate stress test showed ‘there is a clear need for speed’ to meet the goals of the Paris agreement.
Market Moves
News From Davos: Goldman’s Solomon, ECB’s Lagarde Tout Government Stimulus
In Washington, there’s a fight over more relief, as the European Union just passed a huge aid measure.
Why Laggard European Stocks Will Overtake Tech-Fueled US Equity
A more united EU, an end to too-expensive FAANG expansion, and lower prices should boost the continent’s returns.